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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
3576
Woodstock Corp
Massachusetts
$260K +$203K +585 New
BFG
3577
Birch Financial Group
New Hampshire
$260K +$203K +584 New
VFIC
3578
Valley Forge Investment Consultants
Pennsylvania
$259K -$8.32K -24 -4%
RFS
3579
Retirement Financial Solutions
Tennessee
$259K -$19.8K -57 -9%
KFG
3580
Kelly Financial Group
Connecticut
$259K +$202K +582 New
TCA
3581
Trifecta Capital Advisors
Illinois
$258K -$3.47K -10 -2%
AIM
3582
Avity Investment Management
Connecticut
$258K -$17.3K -50 -8%
WPA
3583
Wealth Preservation Advisors
Tennessee
$257K -$694K -2,000 -78%
POIA
3584
Pin Oak Investment Advisors
Texas
$257K +$175K +505 +682%
SC
3585
Scratch Capital
Idaho
$257K +$200K +578 New
TFP
3586
Tilia Fiduciary Partners
North Carolina
$257K -$118K -340 -37%
DW
3587
Dodds Wealth
Colorado
$256K +$200K +576 New
GC
3588
Gibson Capital
Pennsylvania
$256K +$200K +576 New
1IA
3589
1620 Investment Advisors
Massachusetts
$256K +$347 +1 +0.2%
PWS
3590
Peloton Wealth Strategists
Indiana
$256K +$199K +575 New
CC
3591
Cultivar Capital
Texas
$256K -$45.1K -130 -18%
SRCM
3592
Signature Resources Capital Management
California
$256K – – –
RFO
3593
RiverGlades Family Offices
Florida
$256K +$199K +575 New
ACMA
3594
Arbor Capital Management (Alaska)
Alaska
$255K +$199K +575 New
NRS
3595
Neville Rodie & Shaw
New York
$255K +$199K +574 New
PFA
3596
Pettinga Financial Advisors
Indiana
$253K +$198K +570 New
DWA
3597
Dougherty Wealth Advisers
Minnesota
$253K – – –
UPS
3598
UHLMANN PRICE SECURITIES
Illinois
$253K +$197K +569 New
TCM
3599
Tufton Capital Management
Maryland
$253K +$198K +570 New
NI
3600
Natural Investments
California
$253K +$198K +571 New
142 143
144
145 146